Luciano
Prestonise
Cuso Financial Services, L.P
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About this Advisor
Luciano Prestonise is a financial advisor based in San Diego, California, working with Cuso Financial Services, L.P. Luciano has previously held positions at Independent Financial Group, Madison Avenue Securities, LLC, Commonwealth Financial Network, Revolut Securities, Aca Global, Foreside Fund Services, LLC, Compass Distributors, LLC, Funds Distributor, LLC, Foreside Distribution Services, L.P, Foreside Financial Services, LLC, Foreside Funds Distributors LLC, Imst Distributors, LLC, Perpetual Americas Funds Distributors, LLC, Mgi Funds Distributors, LLC, Northern Funds Distributors, LLC, Quasar Distributors, LLC, Sterling Capital Distributors, LLC, Foreside Global Services, LLC, Cuso Financial Services, Lp, Grove Point Investments LLC, Equityzen Securities LLC, Lawtrades, and Lpl Financial. Luciano has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Luciano is part of Cuso Financial Services, L.P, which operates out of San Diego, California. The firm has 900 offices and 833 employees. The firm manages assets totaling $4.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Cuso Financial Services, L.P includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cuso Financial Services, L.P Brokerage Details
$4,664,869,848
833
26,968
$172,978
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Luciano Prestonise Work History
Foreside Global Services, LLC
Cuso Financial Services, Lp
Grove Point Investments LLC
Equityzen Securities LLC
Lawtrades
Aca Global
Foreside Fund Services, LLC
Funds Distributor, LLC
Foreside Distribution Services, L.P
Foreside Financial Services, LLC
Foreside Funds Distributors LLC
Imst Distributors, LLC
Perpetual Americas Funds Distributors, LLC
Mgi Funds Distributors, LLC
Northern Funds Distributors, LLC
Quasar Distributors, LLC
Sterling Capital Distributors, LLC
Revolut Securities
Compass Distributors, LLC
Commonwealth Financial Network
Madison Avenue Securities, LLC
Independent Financial Group
Lpl Financial
Disclosures
Please visit the SEC profile of Luciano Prestonise to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cuso Financial Services
San Diego, CA
Poulsbo, WA
Lunenburg, MA
Vancouver, WA
Jacksonville, FL
Colorado Springs, CO
Dearborn, MI
Saint George, UT
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